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What does a Mortgage Broker do?
Assess your needs |
A mortgage broker will take the time to discuss your needs and circumstances with you. This gives them the opportunity to determine which type of loan is most suitable.
As part of this process, you will need to provide documents to support your identity and financial situation. These will include a 100 point check list for identification,
personal bank statements to demonstrate savings (if applicable), tax returns, payslips, outstanding loans, statements, etc. Your broker will advise you of what you need
for your situation.
Once your mortgage broker has a clear understanding of your financial position and goals, they will discuss the various loan products available. They should also provide
you with product comparisons and inform you of proposed mortgage repayments and any upfront and ongoing fees.
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Why use a PLAN Accredited mortgage broker?
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Broad selection - Hundreds of loans. |
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Professional expert advice - Minimum education standards |
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Smooth and efficient service |
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Flexible solutions tailored to your needs |
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Fair and ethical service - strict code of ethics |
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Scale and reputation - deal with one of the largest groups in Australia |
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Find out more |
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| Contact PLAN Australia
| About PLAN Australia
| Resources
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| © Copyright 2007, PLAN Technologies Pty Ltd, ABN: 29 089 152 189 |
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